October 27th “Maximize the Value of Your Business” Seminar Announced

/in , , /by Al Statz

Exit Strategies announces the next in its series of executive briefings for business owners. At this candid, fast-paced workshop, business owners will learn …

  1. Valuation basics & 20 ways to build enterprise value
  2. Preparing a successful exit strategy
  3. Market conditions and trends
  4. Tax advantages of selling in the next 15 months
  5. Steps in a successful M&A sale process
  6. Answers to common questions

When:    Thursday, October 27th, 5:00 to 7:30 pm

Where:   Petaluma, California

Cost:      Free of charge to private business owners

Presenters:   Al Statz, President, Exit Strategies Group, Inc., and David Fisher CPA

Registration Required:  Call 707-778-2040, or Email info@exitstrategiesgroup.com. Space is limited. We will confirm attendance.

This is essential information for private business owners who intend to sell in the next 3-5 years.  It is never too early to plan ahead to achieve the successful exit that you, your family and partners deserve, and avoid unnecessary surprises.

•    •    •

Exit Strategies’ executive briefings are free or nearly free workshops on essential topics for private business owners. These topics originate from years spent guiding clients through successful exits, mergers and acquisitions. The sessions are presented by our knowledgeable staff and subject matter experts within our professional network, in a private, small group setting. For confidentiality, we strictly limit attendance to one business owner per business type and pre-register all participants.

Exit Strategies Joins National Business Valuation Group

/in , /by Al Statz

Exit Strategies has joined forces with National Business Valuation Group, LLC, a consortium of independent business valuation and litigation support firms that have affiliated in order to provide clients with highest quality  professional expertise.  The relationship between offices allows each firm to provide its clients with technical, database, industry, geographic and consulting expertise that would not be available from typical business valuation firms.  Offices regularly communicate with each other regarding specific cases and valuation issues in order to ensure the highest quality work for clients.

Each office in the group is required to have senior level business appraisers with either Certified Business Appraiser (CBA) or Accredited Senior Appraiser (ASA) professional designations, the most coveted and difficult professional designations to obtain.

See You on the Other Side

/in , , /by Al Statz

Is a smooth transition possible when acquiring a business? I was was recently interviewed on this subject for the May 2011 issue of Entrepreneur Magazine …
Entrepreneur_1

Q:    I’ve started talks with a company’s owner to acquire her business. How do I make sure my first days as the new owner go … well, is smoothly asking too much?

A:    Ah, the first-time buyer. After talks get going, there’s always that day when you wake up and say, “Oh yeah, I’ll need to run this place.” A smooth transition isn’t too much to ask for–as long as you start working toward it early in the acquisition process. Your most important tools for a better Day One? A strong transition plan and the wisdom of the company’s original owner.

“In successful transactions, the principals have time, after the negotiating is done, to sit on the same side of the table and focus on the transition plan,” says Al Statz, president of Exit Strategies Group, a business brokerage, merger and acquisitions and valuation firm in Petaluma, Calif.

…

 Click here to see the full Entrepreneur Magazine article.

Sonoma County Backroad Challenge Century Ride * May 21, 2011

/in /by Al Statz

The Petaluma Sunrise Rotary Foundation will host its annual Sonoma County Backroad Challenge cycling event on May 21, 2011. We invite you to ride and we invite your company or club to field a team of riders. 100 Km and 50 Km rides start and end at Lagunitas Brewery where there will be a post-ride meal, cold beer, live music, fun and fellowship until 5pm. We hope you’ll join us, have a great time, and make this an annual event. Tell your colleagues, friends, neighbors and relatives. Everyone is welcome.

LAGUNITAS BREWING COMPANY AND PETALUMA SUNRISE ROTARY FOUNDATION PRESENT:

SCBC

METRIC CENTURY & HALF-CENTURY RIDES

MAY 21, 2011 — PETALUMA, CALIFORNIA

Register:  www.backroadchallenge.com

Cost: $65 (50K), $75 (100K) includes meal. Jerseys $50.

All proceeds benefit Petaluma Sunrise Rotary Foundation. 

Email alstatz@exitstrategiesgroup.com for a list of suggestions on recruiting and organizing a team of riders, or if you’d like to receive a high resolution PDF ride poster to print and display or hand out.  We also need volunteers and event sponsors.

Rotary club members are volunteers who work locally, regionally and internationally to combat hunger, improve health and sanitation, provide education and job training, promote peace, and eradicate polio under the motto Service Above Self.